Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CTEF
4901
Capital Today Evergreen Fund
Cayman Islands
$218M +$33.5M +18% 3
MF
4902
Montis Financial
Massachusetts
$218M +$7.67M +4% 89
BBWP
4903
Beacon Bridge Wealth Partners
Pennsylvania
$218M +$6.17M +3% 98
GIA
4904
Goodwin Investment Advisory
Georgia
$218M +$5.8M +3% 51
KAM
4905
Krensavage Asset Management
New York
$218M -$7.72M -3% 13
KSWA
4906
Kathleen S. Wright Associates
Pennsylvania
$218M +$5.49M +3% 248
PHAM
4907
Palisades Hudson Asset Management
Florida
$218M -$1.95M -0.9% 100
T
4908
Tidemark
California
$217M +$38.2M +21% 728
HIM
4909
HGC Investment Management
Ontario, Canada
$217M -$62.9M -22% 117
DWA
4910
Delap Wealth Advisory
Oregon
$217M -$30.1M -12% 293
AIM
4911
Astor Investment Management
Illinois
$217M -$34.5M -14% 38
MAM
4912
Mirabaud Asset Management
United Kingdom
$217M -$30.3M -12% 53
OGF
4913
Orin Green Financial
California
$217M +$4.34M +2% 81
WFG
4914
Wills Financial Group
Virginia
$217M +$4.82M +2% 66
BCA
4915
Bernzott Capital Advisors
California
$217M -$35.5M -14% 40
MM
4916
Monolith Management
Hong Kong
$217M -$35.1M -14% 17
BAM
4917
BOS Asset Management
Illinois
$217M +$26.5M +14% 166
OAP
4918
One Advisory Partners
Kansas
$217M +$13.4M +7% 46
CH
4919
CVS Health
Rhode Island
$217M +$5.07M +2% 6
AIM
4920
Ausbil Investment Management
Australia
$217M +$17.2M +9% 71
AIA
4921
Armor Investment Advisors
North Carolina
$217M +$8.74M +4% 169
RWP
4922
Reliant Wealth Planning
Kentucky
$217M +$7.7M +4% 24
VSI
4923
Verde Servicos Internacionais
Brazil
$217M -$52M -19% 38
SI
4924
SimpliFi Inc
California
$217M -$2.13M -1% 41
HIM
4925
Harbour Investment Management
Washington
$216M +$3.37M +2% 89